Karsten K. Holbein
STRATEGIC ADVISERS LLC | Financial Consultant
MOORESTOWN, NJ
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CRD#: 5608004
Professional summary
Karsten K. Holbein, CFP®, who also goes by Karsten Kristoffer Holbein, Karsten Holbein, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Moorestown, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Marlton, New Jersey.
Karsten is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Karsten has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
My planning process helps families identify their unique financial goals while also educating on common financial mistakes.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Karsten Kristoffer Holbein | Karsten Holbein
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-118247|OrgNmn:123 47th Street East LLC|Org Addr:Moorestown,New Jersey,US|OBA Nature:Real Estate rental company|Invst Rel:Y|Title:Member|Duties:My wife is handling most of the day to day activities of the business|StrtDt:03-10-25|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Karsten K. Holbein's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Rutgers University
German - German Language
2007
Rutgers University
Bachelor of Economics - Economics
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 501 Route 73 South Suite N, Marlton, NJ 08053RIA
CRD#: 104555
MOORESTOWN, NJ
Current
July 20, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 501 Route 73 South Suite N, Marlton, NJ 08053BD
CRD#: 7784
Marlton, NJ
Past
August 11, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MARLTON, NJ
Past
November 5, 2014 - July 17, 2020
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
PRINCETON, NJ
Past
November 4, 2014 - July 17, 2020
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
PRINCETON, NJ
Past
July 7, 2010 - October 7, 2014
LORD, ABBETT & CO. LLC
RIA
CRD#: 110391
JERSEY CITY, NJ
Past
May 13, 2010 - October 7, 2014
LORD ABBETT DISTRIBUTOR LLC
BD
CRD#: 530
JERSEY CITY, NJ
Past
November 6, 2008 - January 20, 2010
GAIN SECURITIES
BD
CRD#: 16203
JERSEY CITY, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/12/2021)
RR
Colorado(4/9/2021)
RR
Connecticut(3/12/2021)
RR
Delaware(7/20/2020)
RR
Florida(7/20/2020)
RR
Georgia(9/29/2023)
RR
Idaho(3/12/2021)
RR
Indiana(3/2/2024)
RR
Maine(1/6/2023)
RR
Maryland(6/4/2021)
RR
Massachusetts(6/4/2021)
RR
New Jersey(7/20/2020)
IAR
New Jersey(3/31/2025)
RR
New York(7/20/2020)
RR
North Carolina(4/9/2021)
RR
Ohio(5/20/2023)
RR
Pennsylvania(7/20/2020)
RR
South Carolina(3/14/2023)
RR
Tennessee(3/14/2023)
RR
Texas(4/9/2021)
IAR
Texas(3/31/2025)
RR
Virgin Islands(12/11/2024)
RR
Virginia(12/5/2024)
RR
Washington(8/13/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Moorestown, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
